Today I pressed "pause" on myself.


In the group, someone mentioned what a certain whale bought again, and I got itchy to follow, but then I thought, better not rush to copy…
Whether that move was slowly building a position or used for hedging and rebalancing, outsiders can't see the full picture.
On-chain, what we see are actions, not motives; frankly, we only see the shadows.

Recently, everyone has been comparing RWA, US Treasury yields, and on-chain yield products.
I also feel tempted, but the more "stable-looking" the narrative, the more I need to pause.
Don’t mistake others’ risk preferences for your own.
Anyway, I’m stopping my scans for now, waiting in the fog, and will look at the data again once my emotions settle.
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